Ross Kelly

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Financial planning

27 July 2005

Macquarie Bank today announced it had chalked up a 67 per cent rise in annual profits, making this the thirteenth year in a row the investment bank and funds manager has ...

Financial planning

27 July 2005

One in five to switch says MLC

One in five people in an employer-sponsored superannuation fund will change fund post-July 1 according to new research, but most won’t switch immediately and still haven’...

Financial planning

27 July 2005

CFS’ small caps slip

Colonial First State’s in-house funds management arm suffered another blow today with both of its small caps funds downgraded to a ‘hold’ rating by research house Morning...

Financial planning

27 July 2005

“Down to earth” choice guide released

To fulfil its educational responsibilities in the lead up to super choice, the Federal Government has made a booklet available to guide consumers in straight forward lang...

Financial planning

27 July 2005

Surcharge cuts not so super

The Federal Government has been criticised for not scrapping the superannuation surcharge immediately on Budget night, and for not affording the same generosity with its ...

Financial planning

26 July 2005

Profiting from choice

Will choice offer you the opportunity to generate more business? That kind of depends. Various reports have suggested few members, maybe around 10 per cent, are likely to...

People & Products

26 July 2005

Gupta to head up AXA advice

AXA Australia has appointed the former boss of one of its advice businesses, ipac Securities chief executive Peeyush Gupta, to the new role of general manager advice....

Financial planning

26 July 2005

Be careful what you switch for: FPA

Switching for switching’s sake in the new choice of funds environment has been discouraged by the Financial Planning Association, which claimed yesterday that in most cas...

Financial planning

26 July 2005

Planners optimistic on ‘05 returns

Most advisers think the Australian sharemarket will continue to offer investors positive returns in 2005, but don’t think they will be as robust as they were in 2004....